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BEAUMONT FINANCIAL PARTNERS
NEEDHAM, MA
781-400-2800
SEC #801-126715Total AUM
$3.8B
Employees
24Clients
1,910Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
250 1ST AVENUE, SUITE 101
NEEDHAM
MA 02494
United States
NEEDHAM
MA 02494
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
781-400-2800
Other Offices
3
Financials
Total AUM
$3.8B
Accounts
4,286Discretionary
$2.7B
Accounts
4,107Non-Discretionary
$1B
Accounts
179
Clients
Individual Clients
1,553AUM
$1.4B
HNW Individual Clients
345AUM
$1.5B
Charitable Organization Clients
6AUM
$37M
Corporation or Business Clients
6AUM
$878.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS; AND INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTDCFLGAIAILINKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPARISCTNTXVAVTWAWIWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.